+147.3%
VXUS vs CL
+50.5%
+96.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.9% |
| 7D | +1.0% | -2.2% | +3.2% | +1.6% |
| 30D | +2.2% | -4.8% | +7.0% | +3.5% |
| 3M | +3.0% | +4.9% | -1.9% | +1.1% |
| 6M | +10.7% | -5.7% | +16.4% | +12.0% |
| YTD | +17.8% | +14.4% | +3.5% | +12.4% |
| 1Y | +27.6% | +8.7% | +18.8% | +23.3% |
| 3Y | +73.3% | +30.0% | +43.3% | +55.1% |
| 5Y | +54.3% | +28.4% | +26.0% | +37.2% |
| All | +147.3% | +50.5% | +96.8% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling